Diogenes Financial LLC is an independent fiduciary financial advisory specializing in individual investment management and virtual consultations. We create personalized plans for investing and retirement that fit with clients’ life philosophies. We meet you online and offer flexible times to fit your schedule. There is no minimum net worth to be our client.
What can we do for you?
Investment portfolio management for worry-free, hands-off investing. If applicable to your individual goals, this may include equity options and other risk mitigation strategies
Financial advisor/planning virtual consultations from the comfort of your home
Retirement plan and cash management consulting for small businesses
Education and estate planning
Contact us for a free call to learn more about our services.
